Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5501
$96K ﹤0.01%
6,289
-6,764
5502
$95K ﹤0.01%
5,765
-4,040
5503
$95K ﹤0.01%
11,482
-579
5504
$95K ﹤0.01%
5,361
-670
5505
$94K ﹤0.01%
3,761
+2,410
5506
$94K ﹤0.01%
10,807
+2,606
5507
$94K ﹤0.01%
13,005
+3,570
5508
$94K ﹤0.01%
3,486
-3,007
5509
$94K ﹤0.01%
7,932
-300
5510
$94K ﹤0.01%
3,699
-2,640
5511
$94K ﹤0.01%
790
-46
5512
$93K ﹤0.01%
3,927
-584,027
5513
$93K ﹤0.01%
6,750
+3
5514
$93K ﹤0.01%
6,050
+897
5515
$92K ﹤0.01%
53,980
-5,233
5516
$92K ﹤0.01%
2,417
-5,935
5517
$92K ﹤0.01%
65,656
+10,537
5518
$91K ﹤0.01%
18
-2
5519
$91K ﹤0.01%
3,873
-1,209
5520
$91K ﹤0.01%
3,502
-2,512
5521
$91K ﹤0.01%
18,981
-9,598
5522
$90K ﹤0.01%
9,781
+2,899
5523
$90K ﹤0.01%
89
-59
5524
$90K ﹤0.01%
7,734
+6,106
5525
$90K ﹤0.01%
2,804
219 220
221
222 223